Cannon Wealth Management Services, LLC
All 13F Filings
- Location
- Winston Salem, NC
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 141,670
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/27/2026 | 83 | 141,670 | 13F-HR | Cannon Wealth Management Services, LLC |
| Q3 2025 | 11/10/2025 | 82 | 132,096 | 13F-HR | Cannon Wealth Management Services, LLC |
| Q2 2025 | 7/23/2025 | 80 | 122,358 | 13F-HR | Cannon Wealth Management Services, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 108.6 K | 76.7% | 6.743 K | 0 | 6.743 K |
| ETFs | 26.34 K | 18.6% | 2.108 K | 0 | 2.108 K |
| Debt | 6.689 K | 4.7% | 724 | 0 | 724 |
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Fund Snapshot
Q4 2025
Latest filed
1/27/2026
Total value ($000)
141,670
Holdings
83
QoQ value change ($000)
9,574
(7.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.